Loup Ventures' Gene Munster on why he expects Apple to beat analysts' high expectations

"If there's one thing I really want to impress on Apple holders or potential holders is this theme of accelerating digital transformation," Gene Munster, co-founder and managing partner at Loup Ventures, told CNBC's "Squawk Box" Wednesday. "All this use of tech is through the lens of Apple and Apple is benefitting from that through a hardware refresh and this powers this upside."